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Observers See an Ad-Supported Tier in Netflix’s Near Future (NFLX)
Research Question: What impact will competition from Disney, Apple, HBO, and others have on Netflix in 2020? Companies: AAPL, AMZN, DIS, GOOG/GOOGL, NFLX, ROKU, T, VIAC By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Netflix Inc. (NFLX) may not be able to rely on a strictly subscription-based model for much […]
Roku At Risk of Getting Steamrolled by Amazon and Comcast (ROKU)
Research Question: Will competition from Apple, Comcast, and others drive down Roku’s device prices and ad revenue growth? Companies: AAPL, AMZN, CHTR, CMCSA, DIS, DISH, EXPGY, FB, GOOG/GOOGL, KRX:005930, KRX:034220, NFLX, RAMP, ROKU, T, TIVO, TRU, VIAC By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Roku Inc. (ROKU) has only […]
Roku Idea Proposal (ROKU)
Will competition from Apple, Comcast and others drive down Roku’s device prices and ad revenue splits? Report Available: January 15, 2020 Blueshift’s initial research found ROKU’s revenue and user numbers continuing to grow. But there are several potential headwinds developing, including a free streaming box from CMCSA. ROKU is hoping that new, highly anticipated […]
Netflix Is In For a Bumpy Ride As Competition Heats Up (NFLX)
Research Question: Was Netflix’s Q2 subscriber debacle a short-term blip or a major red flag? Companies: AAPL, AMZN, CBS, CMCSA, DIS, FB, GOOG/GOOGL, NFLX, ROKU, SBGI, SNAP, T By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Netflix Inc.’s (NFLX) aura of invincibility has been pierced. While it should rebound from […]
Netflix Idea Proposal (NFLX)
Was Netflix’s Q2 subscriber debacle a short-term blip or a major red flag? Report Available: September 12, 2019 Blueshift’s ongoing research found NFLX badly missing its subscriber growth forecasts in Q2. The company blamed its own content slate and predicted a return to robust growth in the second half of the year. But there […]
Record Labels Still Have the Upper Hand in Talks with Spotify (SPOT)
Research Question: Does Spotify have the leverage to get lower royalty rates or a bigger share of music label ad budgets? Companies: AAPL, AMZN, BABA, EPA:VIV, FB, GOOG/GOOGL, NFLX, NSE:RELIANCE, NTES, SIRI, SPOT, T, TME, TYO:6758 By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Spotify Technology S.A. (SPOT) has not […]
Spotify Idea Proposal (SPOT)
Does Spotify have the leverage to get lower royalty rates or a bigger share of music label ad budgets? Report Available: March 20, 2019 Blueshift’s initial research found SPOT turning its first profit in Q4 but with lingering concerns about its 2019 outlook and revenue-per-user trends. The streaming service continues to joust with record […]
Turtle Beach Idea Proposal (HEAR)
Will Turtle Beach build on its 2018 breakout or crash back to Earth in 2019? Report Available: February 13, 2019 Blueshift’s initial research found sales of HEAR headsets exploding, largely thanks to the popularity of multiplayer games like Fortnite. However, it is not clear whether such games can continue their massive growth. In a […]
Netflix Challengers Are Ramping Up But Not a Threat in 2019 (NFLX)
Research Question: Will Netflix’s subscriber growth be slowed in 2019 by new content options such as Disney+ or by platforms like Roku that make competing content easier to find? Companies: AAPL, AMZN, BABA, CBS, CMCSA, DIS, DISH, FB, FOX, GOOG/GOOGL, NFLX, ROKU, T, TCEHY, TMUS, TYO:6758, VIA, VZ By: Seth Agulnick Click here to download […]
Netflix Idea Proposal (NFLX)
Will Netflix’s subscriber growth be slowed in 2019 by the proliferation of new content options such as Disney’s upcoming SVOD channels, or streaming devices like Roku that make competing OTT content easier to find? Report Available: November 29, 2018 Blueshift’s initial research found NFLX bouncing back with strong subscriber growth in Q3, while offering […]
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